FFW

Fusion Family Wealth Portfolio holdings

AUM $1.32B
1-Year Est. Return 17.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$15M
3
+$11.9M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$7.55M
5
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$7.32M

Top Sells

No sells this quarter

Sector Composition

1 Financials 2.69%
2 Technology 1.55%
3 Communication Services 1.08%
4 Consumer Discretionary 1%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$9K 0.01%
+98
252
$9K 0.01%
+109
253
$9K 0.01%
+279
254
$9K 0.01%
+206
255
$8K ﹤0.01%
+45
256
$8K ﹤0.01%
+162
257
$8K ﹤0.01%
+434
258
$8K ﹤0.01%
+167
259
$8K ﹤0.01%
+216
260
$8K ﹤0.01%
+9
261
$8K ﹤0.01%
+58
262
$7K ﹤0.01%
+496
263
$7K ﹤0.01%
+150
264
$7K ﹤0.01%
+144
265
$7K ﹤0.01%
+143
266
$7K ﹤0.01%
+131
267
$7K ﹤0.01%
+450
268
$7K ﹤0.01%
+492
269
$7K ﹤0.01%
+345
270
$7K ﹤0.01%
+200
271
$7K ﹤0.01%
+535
272
$7K ﹤0.01%
+559
273
$6K ﹤0.01%
+380
274
$6K ﹤0.01%
+102
275
$6K ﹤0.01%
+104
9 10
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